LF

Lee Financial Portfolio holdings

AUM $797M
1-Year Est. Return 16.77%
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.84K ﹤0.01%
330
502
$6.75K ﹤0.01%
43
503
$6.7K ﹤0.01%
115
504
$6.62K ﹤0.01%
17
505
$6.45K ﹤0.01%
245
506
$6.35K ﹤0.01%
126
507
$6.35K ﹤0.01%
50
508
$6.24K ﹤0.01%
44
509
$6.23K ﹤0.01%
289
-290
510
$6.19K ﹤0.01%
142
+94
511
$6.16K ﹤0.01%
109
512
$6.13K ﹤0.01%
1,033
513
$6.12K ﹤0.01%
97
514
$6.12K ﹤0.01%
180
515
$6.09K ﹤0.01%
54
516
$6.06K ﹤0.01%
50
517
$6.06K ﹤0.01%
182
+126
518
$6.05K ﹤0.01%
159
-18
519
$5.96K ﹤0.01%
165
520
$5.96K ﹤0.01%
202
+66
521
$5.9K ﹤0.01%
66
522
$5.85K ﹤0.01%
178
+4
523
$5.81K ﹤0.01%
153
+54
524
$5.79K ﹤0.01%
31
525
$5.74K ﹤0.01%
47
-14
19 20
21
22 23